RIA Intel›Advisers›Oklahoma›MIDWEST FINANCIAL MANAGEMENT, LLC

MIDWEST FINANCIAL MANAGEMENT, LLC

Advisory

OK

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account
$134K
across 20 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM
$3M
Discretionary %
0%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

HUGHES CAPITAL MANAGEMENT, LLC
$3M
EMPOWER FINANCIAL ADVISORS, LLC
$3M
FLATLANDS WEALTH LLC
OKLAHOMA CITY, OK
$3M
WINGATE CAPITAL ADVISORS LLC
TULSA, OK
$2M
MICHAEL WATERS INVESTMENT ADVISERS LLC
OKLAHOMA CITY, OK
$2M
BALL INVESTMENTS CORPORATION
$3M

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